Lee Katie Nickelson
Financial Adviser in Ascot Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000391967
- Location
- Ascot Vale VIC 3032
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2013
- Qualifications
- Bachelor of Behavioural Science (Psychology), La Trobe University (1999); Diploma of Financial Planning FNS50804, Kaplan Australia (2007); Advanced Diploma of Financial Planning, Kaplan (2008); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2011); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2011); RG146 Margin Lending, MLC ThreeSixty (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Client Engagement Skills, Kaplan Professional (2022); Economic and Legal Context for Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lee Katie Nickelson
Lee Katie Nickelson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ascot Vale, Victoria (adviser number 000391967).
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
According to the register, Lee first provided financial advice in 2013. Qualifications and training on file include Bachelor of Behavioural Science (Psychology) (La Trobe University, 1999), Diploma of Financial Planning FNS50804 (Kaplan Australia, 2007) and Advanced Diploma of Financial Planning (Kaplan, 2008). Lee is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lee Katie Nickelson a registered financial adviser?
Yes. Lee Katie Nickelson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000391967.
Which licensee does Lee Katie Nickelson work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Lee Katie Nickelson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.